Institutional Ownership Wisdomtree Tr U.S (DHS)
This table provides information about the institutional ownership of Wisdomtree Tr U.S (DHS). We have compiled data on the 228 institutions that hold shares in the stock, with a total of 5.69 Million shares, which have been reported (via 13F filing form) to have a value of $533 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
16,308
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
15,257
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
15,191
shares
|
$1.44 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,320
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,351
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
12,175
shares
|
$1.15 Million
0.4% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,042
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2024
Added 93.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
11,832
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 45.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
11,733
shares
|
$1.11 Million
0.19% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,559
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.27%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,428
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,305
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,001
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
10,682
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,615
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
10,549
shares
|
$1 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10,496
shares
|
$995,440
0.08% of portfolio
|
Q4 2022
Reduced 4.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,213
shares
|
$968,600
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$948,400
2.13% of portfolio
|
Q4 2021
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,951
shares
|
$848,912
0.0% of portfolio
|
Q3 2024
Reduced 72.31%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
8,730
shares
|
$827,953
0.5% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,641
shares
|
$819,512
0.0% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8,294
shares
|
$786,602
0.1% of portfolio
|
Q2 2022
Added 1.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,023
shares
|
$760,901
0.03% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,882
shares
|
$747,528
0.07% of portfolio
|
Q3 2024
Reduced 0.38%
|